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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,535 | $138,078-93.8% | $125,363-93.2% | $134,509-93.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,039 | $5,245-42.1% | $4,815-36.9% | $4,741-35.9% |
| Participant deferral / active EE | $4,549 | $7,800-41.7% | $7,447-38.9% | $6,400-28.9% |
| Admin fee / account holder | $10 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |